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iShares S&P Mid-Cap 400 Value ETF
535 hedge funds and large institutions have $3.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
307% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 27
47% more funds holding in top 10
Funds holding in top 10: 15 → 22 (+7)
34% more capital invested
Capital invested by funds: $2.75B → $3.69B (+$936M)
16% more funds holding
Funds holding: 462 → 535 (+73)
43% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 202
61.61% less ownership
Funds ownership: 128.74% → 67.12% (-62%)
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $785K
Holders
535
Holders Change
+73
Holders Change %
+15.8%
% of All Funds
9.47%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.39%
New
110
Increased
115
Reduced
202
Closed
27
Calls
$2K
Puts
$785K
Net Calls
-$783K
Net Calls Change
-$985K
Top Buyers
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$45.5M |
| 2 |
Morgan Stanley
New York
|
+$31.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.5M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$16.7M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$12.4M |
